CFA Level I 2017 (Module #6) - Portfolio Management

The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis.
This is the first of three exams offered by the CFA Institute.
The CFA program is a globally recognized standard for measuring the competence and integrity of financial analysts.
It is necessary to ensure that the concepts are strong in Level One as a lot of them will be carried forward and acted upon in Level Two.
The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis.
Through this course we are specifically looking into the portfolio management module of CFA level 1 curriculum.
Here we are going to understand about concepts such as portfolio basis for endowments, portfolio basis of banks, portfolio management process, pooled investment, exchange traded fund.
After this we would see risk and return theory in managing portfolio’s such as risk aversion, correlation and risk return, return measures, money weighted return – problem, minimum variance frontier and efficient frontier, indifference curves, mean, variance and covariance, return generating models, combining risky and risk free asset, systematic and unsystematic risk.
Next important concepts in relation to building a portfolio is about the assumptions of capital market theory, strategic asset allocation, basic of portfolio planning and construction.